Meet Our Team
Our Advantage
John E. Sestina and Company was founded on the principle of Fee-Only financial planning.
TRUSTED
In 1965, John Sestina adopted the fee-only approach to financial planning, which is the guiding principle of John E. Sestina and Company to this day.
No commissions
"Fee-only" means we charge an annual fee for service, based on the amount of work involved, and we receive no commissions or additional fees of any kind.
Reduce conflicts
By not selling products, the conflicts of interest that are commonly experienced with commission-based advisors are minimized.
FIDUCIARY
As fee-only financial planners, we have a fiduciary responsibility to serve our clients. Our compensation increases only if your wealth increases, too.
Company History
"We provide the highest quality client long-term financial planning service." — John E. Sestina
John E. Sestina and Company was founded in 1965 by John Sestina. As a private professional financial planning firm, we counsel individual clients on an objective fee-only basis. Our guidance to clients throughout North America includes cash flow management, investment management, tax planning, disability and life insurance planning, debt reduction strategies, education planning, retirement planning, and estate planning.
John Sestina has been widely recognized as a leader in the profession of fee-only financial planning. His stature as a pioneer of the fee-only movement is reflected in a long career of firsts and noteworthy achievements in financial planning education and service.
In order to promote professionalism and credibility in a then-fledgling field, he co-founded two fee-only professional associations: Society of Independent Financial Advisors (SIFA) in 1976 and the National Association of Personal Financial Advisors (NAPFA) in 1982.
John was awarded the coveted Robert J. Underwood lifetime service award by the National Association of Personal Financial Advisors in 2008.
““As we reflect on our first 50 years, we’re humbled by the trust our clients have bestowed upon us, and we look forward to a bright future of helping you manage to be wealthy.” ”